The Relay suite of products is a configurable, browser-based workflow solution that is designed to integrate with a wide variety of SQL-based accounting and practice management systems. Relay data is kept in a separate database that "layers" onto these host databases. Relay may be used to add value to CMS Open, ProLaw, Elite, Interwoven, PC Docs, or similar software.
In Relay, users are mapped to roles and roles are mapped to data states. Firms define the possible paths that workflow may take. Rules are then configured to analyze request data and appropriate actions.
The Relay Workflow Engine constantly analyzes request data, according to the workflow rules. Depending upon the nature of these rules, the engine may change eligible request statuses, reassign requests to responsible users, and/or notify decision-makers that some user action is necessary. Notifications may be immediate or scheduled, based upon the data and rules. Each step in the process is logged, and turnaround times can be determined.
Users access input screens and work queues via their web browser. The appropriate links to the Relay system may be contained in Relay-generated e-mail notifications, or they may simply be URLs (located in browser Favorites, launch menus, etc.).
When the request data has achieved sufficient completion, Relay exports the data to all the appropriate backend databases using available APIs and interfaces.
